Citigroup shares owned by CliftonLarsonAllen Wealth Advisors
Quarter-by-quarter ownership of Citigroup (C) shares owned by CliftonLarsonAllen Wealth Advisors
from 13F filings
Historical chart of CliftonLarsonAllen Wealth Advisors investment in Citigroup
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Quarterly reported holdings in Citigroup by CliftonLarsonAllen Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $1.2M | 10k | 116.69 |
| 2022-03-31 | $574k | 11k | 53.42 |
| 2021-09-30 | $478k | 6.8k | 70.25 |
| 2021-06-30 | $465k | 6.6k | 70.71 |
| 2019-12-31 | $1.2M | 15k | 79.88 |
| 2019-09-30 | $1.2M | 18k | 69.06 |
| 2019-06-30 | $1.1M | 15k | 70.00 |
| 2019-03-31 | $1.1M | 17k | 62.22 |
| 2018-12-31 | $824k | 16k | 52.04 |
| 2018-09-30 | $1.1M | 16k | 71.77 |
| 2018-06-30 | $1.0M | 16k | 66.94 |
| 2018-03-31 | $1.0M | 15k | 67.51 |
| 2017-12-31 | $1.3M | 17k | 74.39 |
| 2017-09-30 | $1.3M | 18k | 72.74 |
| 2017-06-30 | $1.1M | 17k | 66.86 |
| 2017-03-31 | $983k | 16k | 59.85 |
| 2016-12-31 | $984k | 17k | 59.42 |
| 2016-09-30 | $777k | 17k | 47.23 |
| 2016-06-30 | $705k | 17k | 42.36 |
| 2016-03-31 | $700k | 17k | 41.73 |
| 2015-12-31 | $928k | 18k | 51.73 |
| 2015-09-30 | $879k | 18k | 49.60 |
| 2015-06-30 | $915k | 17k | 55.26 |
| 2015-03-31 | $860k | 17k | 51.53 |
More positions owned by CliftonLarsonAllen Wealth Advisors
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